James Vickers

James Vickers

My name is James Vickers and I am an Independent Financial Adviser with 14 years experience in Financial Services.

Working within the Wealth Management team in Birmingham I help provide bespoke planning solutions to both individuals and business owners in the core areas of advice – protection, retirement planning and investments.

Having started my career as Paraplanner I quickly gained hands on experience in the industry before becoming fully authorised in 2009 culminating in my current advisory role. I am proud to have been part of the same ever-present team since day one.

I currently hold the Diploma for Financial Advisers and I am always looking to expand my knowledge of the industry and better myself. I am currently undertaking the Advanced Diploma in Financial Planning to ensure integrity for clients as I believe the world we work in is constantly evolving and I therefore need to stay ahead one step ahead of any changes.

I am a firm believer in the importance of regular reviews as this often overlooked aspect ensures the solutions we put in place for you adapt as your needs inevitably change over time.

I am always keen to present my solutions in a clear and effective way which people understand easily even when this involves talking about the things people don’t want to i.e. the financial implications of your death or the onset of a critical illness. I also enjoy the other essential role of my job which involves managing and maintaining existing client relationships as well building new ones.

In my spare time I enjoy holidays with my family, decent food, and I am passionate about my local football team!

Margetts Wealth Management Ltd is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services register (www.fca.org.uk/register) under reference number 453782.